VWM
VanWeelden Wealth Management Portfolio holdings
AUM $112M
This Quarter Return
-0.11%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$1.71M (+2%)
Cap. Flow
+$1.32M
Cap. Flow % of AUM
1.18%
Top 10 Holdings %Top 10 Hldgs %
97.73%
Holding
26
New
4
Increased
7
Reduced
3
Closed
8
Top Buys
| 1 | $16.3M | |
| 2 | $16.3M | |
| 3 | $16.3M | |
| 4 | $16.3M | |
| 5 | $964K |
Top Sells
| 1 | $18.5M | |
| 2 | $16.1M | |
| 3 | $7.53M | |
| 4 | $5.73M | |
| 5 | $4.9M |
Sector Composition
| 1 | Consumer Staples | 2.11% |
| 2 | Technology | 0.82% |
| 3 | Consumer Discretionary | 0.26% |
| 4 | Real Estate | 0.25% |
| 5 | Industrials | 0.22% |